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WealthStack Roundup: News From Morningstar, InvestCloud, Docupace

Morningstar, Luma partner on annuities, Michael Roth to oversee InvesCloud's NaviPlan, Docupace launches a Productivity Suite for RIAs and more.

Michael rothInformation systems incEzra groupSalesforce financial services cloudPershing advisory servicesAnnuity intelligence centerAnnuity intelligence center onCharles schwabMorningstar advisor workstationLuma financial technologiesAdvisor workstationPlan getsNew leaderClearlake capitalMotive partnersDigital planning

Docupace Launches New Productivity Toolkit for Financial Advisors and RIA Firms

/PRNewswire/ Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announced the launch of its.

United statesJoseph kuoDavid knochLos angelesDonald cutlerRyan georgeDigital back office xpressEzra groupSalesforce financial services cloudPershing advisory servicesDocupace technologies incHaven tower groupCharles schwabDocupace platformStreamlined new account openingSimplified new client onboarding

AdviceTech Live Proves Virtual Conferences Have Staying Power

Despite delays and glitches, the third-annual AdviceTech.Live event raises $32,000 for financial planning-related organizations.

United statesCraig iskowitzManish khattaLazetta rainey braxtonAlison suskoMichael kitcesKitces carlCarl richardsAdam holtPotomac fund managementEzra groupUniversity of wisconsin green bayFinserv foundationAmerican college centerTechnology thought leadershipTexas tech university

Best Practices When Integrating Advisor Technology

Thursday, October 13, 2022 | 2:00 PM ET

Craig iskowitzBrandon rothEzra groupInvestment news researchAdviser technology study

Best Practices When Integrating Advisor Technology

Thursday, October 13, 2022 | 2:00 PM ET

Craig iskowitzBrandon rothEzra groupInvestment news researchAdviser technology study

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